IWM

IHT Wealth Management Portfolio holdings

AUM $3.95B
1-Year Est. Return 17.75%
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
879
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$22.9M
3
+$21.5M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$20.9M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$5.53M

Top Sells

1
+$16.1M
2
+$14.6M
3
+$14.4M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$14.4M
5
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$12.6M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 4.33%
3 Financials 4.1%
4 Healthcare 3.38%
5 Communication Services 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$635K 0.05%
1,788
352
$629K 0.05%
2,505
+85
353
$629K 0.05%
17,277
-4,074
354
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12,437
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355
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16,646
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356
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8,743
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357
$623K 0.05%
6,203
+103
358
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359
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87,396
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360
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5,281
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361
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9,334
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362
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8,552
363
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13,591
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364
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1,371
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365
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366
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368
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10,526
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369
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2,650
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371
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5,631
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373
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18,057
-1,010
374
$596K 0.05%
36,950
+8,150
375
$594K 0.05%
13,121
-3,061
13 14
15
16 17